Retirement plan

SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN

Name: SE MKTG & OPS, LLC - SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: SE MKTG & OPS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN, SE MKTG & OPS, LLC

SE MKTG & OPS, LLCEIN 82-1224404Plan #002PY 2022

1356 GRANTHAM DR. - SCHAUMBURG, IL 60193847-217-5656

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$636K

-6.7% from 2021

Total participants

0.0% from 2021

Average account balance

$212,052

-6.7% from 2021

Annual return

-16.67%

-20.72 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$341K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2216

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$212,052

$152,591+39.0%

$117,529+80.4%

$134,545+57.6%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

-16.67%

53.04%-69.7pp

29.77%-46.4pp

418.37%-435.0pp

Employer contribution / active EE

$5,576-100.0%

$4,179-100.0%

$4,742-100.0%

Participant deferral / active EE

$22,667

$4,821+370.2%

$4,072+456.6%

$6,401+254.1%

Admin fee / account holder

$7,004-100.0%

$5,645-100.0%

$11,431-100.0%

SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion